Billing Audit

The Billing Audit application is used to assess and review all billing data is up to date. It is best practice to keep these audits clean by regularly reviewing them. At a minimum, start reviewing these audits a few weeks before the end of each billing cycle to verify that your accounts are set up correctly and ready to bill. This helps prevent issues with your bills and saves you time by avoiding potential bill reruns from accounts not being set up correctly.

Some of the audits found in this app are:

Households Not Ready: All new households come into Orion with their Billing Status set to Pending Review. Once you have reviewed the client's records and applied the billing settings at the account level you should flip these household status to Ready to Bill. If you have a client who will not be billed you can place them on hold.

Missing Fee Schedules: This audit displays a list of new accounts with an 'Unassigned' fee schedule. Assign the proper fee schedule to each account that appears here. This is extremely important because the system will not bill accounts without a fee schedule assignment. It is best practice to assign a No Fee or 0% fee schedule to courtesy accounts that you are not billing to keep this audit clean. 

Reoccurring Adjustments: This audit displays a list of recurring adjustments that are assigned at the account level. Review these to see if any adjustments need to be removed or if there are any additional adjustments that need to be created.

Credits Remaining: This audit displays a list of one-time adjustments applying to your next renewal bill. Review these to see if you need to remove any adjustments or create additional ones.

Advance Billing Only

Bill Eligible: When billing in Advanced, this is where you mark contribution and distribution transactions to run a partial bill.